Financial Markup - Setting the Order
Updated
Suggested Prior Reading
OR
Financial Markup Order
The order in which the Financial Markups display in the list have two impacts:
- If they are set to display as a column on the line item and there is more than one Financial Markup, then the columns display in the order set here
- If compounding is used, then it dictates the order of how the compounding works
The order of Financial Markups can be changed as long as the item is in a Status that enables adding and editing. See Financial Markup - Where Used for more information.
The order is changed by dragging and dropping the rows.
To Change the order of the Financial Markups
The first column has the order number. This field is maintained by the system.
- To change the order, click and hold on a row and drag it to where it should be.
The order number column gets updated automatically to reflect the new order.
The Schedule of Values will update automatically to display the columns in that order and compounding calculations will automatically update to reflect the new order.
The new order settings must be saved.
- Maintain the Financial Markups further as required (see More Information below).
OR
Click the Save
button to save all the information about the Item including the Financial Markup(s).
OR
Click the Save & Email
button to save all the information to save all the information about the Item including the Financial Markup(s) and send an email with a link to the item in JobPlanner. The Item is also added as an attachment in PDF format.
OR
Click the Close
button to close the form without saving the information.
See Financial Markup - Navigation and Layout for more information on the Save, Save & Email and Close buttons.
More Information
Add Financial Markup, see Financial Markup - Add.
Edit Financial Markups, see Financial Markup - Edit.
Set the order the Financial Markups display or are used in Compounding, see Financial Markup - Setting the Order.
Delete a Financial Markup, see Financial Markup - Delete.
Next Steps
Create or manage the Schedule of Values, see Schedule of Values - Overview.
